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HELPCENTER
02 Nov. 2011 Neptune selects SunGard’s APT to help manage risk and meet UCITS requirements [more]
Opalesque Industry Update – Neptune Investment Management, a boutique investment manager, has selected SunGard’s APT, a leading risk management and portfolio construction solution, to help with internal and external risk reporting. Neptune, which has over £7 billion assets under management, wi
01 Nov. 2011 Horizon Cash Management hires Danielle Blount as portfolio analyst [more]
Opalesque Industry Update - Horizon Cash Management LLC, the leading investment advisor specializing in active cash management solutions for the alternative investment industry, today announced that it has hired Danielle Blount as portfolio analyst. Ms. Blount works closely with the portfoli
01 Nov. 2011 Rothstein Kass issues updated alternative investment fund pro forma financial statements manual [more]
Opalesque Industry Update - Rothstein Kass, a leading service provider to the alternative investment community, has published the “Alternative Investment Fund Proforma Financial Statements Reference Manual,” an advanced reference guide for preparers of financial statements for hedge and hybrid funds
01 Nov. 2011 Institutional investors to drive secondary hedge fund market [more]
Opalesque Industry Update - Sovereign wealth funds, pension funds and family offices are allocating increasingly large tranches of capital to illiquid hedge funds in the search for high-yielding long-term investment solutions, says Florian de Sigy, CEO and founder of specialist brokerage and advisor
01 Nov. 2011 Joint statement from CFTC and SEC on MF Global collapse [more]
Opalesque Industry Update - The Commodity Futures Trading Commission and Securities and Exchange Commission today made the following joint statement: “For several days, the SEC, CFTC and other regulators had been closely monitoring developments affecting MF Global, Inc., a jointly register
01 Nov. 2011 Kevin Pilarski joins PwC as Financial Services Advisory Director [more]
Opalesque Industry Update – Kevin Pilarski announced today that he took a new position at PricewaterhouseCoopers LLP. In his new role, he is a Director in the Financial Services Advisory practice, focusing on the derivatives markets, regulation and alternative investments. Kevin is a capital mar
01 Nov. 2011 Younger funds are a safer bet than older funds [more]
Opalesque Industry Update - In its most recent client monthly newsletter, GFIA pte ltd, the Singapore based specialist in skill-based managers in Asian and emerging markets reviewed relationship between the age of Asian hedge funds, and their performance, during the different market environments.<
31 Oct. 2011 EU publishes proposal for Directive regulating transparency and short selling [more]
Opalesque Industry Update - On 25 October 2011, the European Commission published the provisional text of a proposal for a directive to amend the Transparency Directive ("TD"), together with an impact assessment, and some frequently asked questions. This came hot on the heels of the agree
31 Oct. 2011 CME Group limits MF Global Trading to liquidation only [more]
Opalesque Industry Update - Effective immediately, and until further notice, CME's Emergency Financial Committee, in accordance with rule 975, is limiting all trading for customers of MF Global for liquidation only. In addition, and until further notice, CME Group will no longer r
28 Oct. 2011 Update: Hedge fund industry assets down to $2.46tln (end-Sept) as investors withdrew around $19.3bn in Q3 [more]
Opalesque Industry Update – eVestment HFN has published its hedge fund industry summary for September 2011. Highlights from the report are below. • Total estimated hedge fund assets at the end of September 2011 were $2.463 trillion, a decrease of 2.92%, or $74.1 billion from August. Performance
28 Oct. 2011 Expect to see surge in hedge fund M&A activity in Q4 says Madison Street

[more]
Opalesque Industry Update – According to Madison Street Capital’s “Fall 2011 M&A Outlook – Hedge Fund Industry” report, M&A activity in the hedge fund industry in 2011, as indicated by both the number and size of completed transactions, can best be described as sluggish. H

28 Oct. 2011 Despite negative returns, UCITS hedge funds grew in number by 6% in Q3 (to 705) with assets reaching Eur121.7bn [more]
Opalesque Industry Update - According to Alix Capital SA's Third Quarter (Q3) Report, all single UCITS strategies are now down since the beginning of the year with the exception of Commodities (up 0.10%); the number of single manager UCITS hedge funds increased from 665 to 705 (6%) in Q3, a
28 Oct. 2011 Hedge fund managers see short-term volatility, long-term opportunities in European credit [more]
Opalesque Industry Update - Credit Suisse’s Asset Management division today announced the release of the fourth quarter 2011 edition of its “Asset Management Alternatives Quarterly.” This thought-leadership series, which includes a white paper and video, offers insights from Credit Suisse Asset Mana
27 Oct. 2011 Parker FX index up 1.60% in September, -1.81% YTD [more]
Opalesque Industry Update – The Parker FX Index is reporting a +1.60% return for the month of September. Fifty five programs in the Index reported September results, of which thirty-seven reported positive results and eighteen incurred losses. On a risk-adjusted basis, the Index was up +0.6
26 Oct. 2011 Average large North American public pension fund allocates 5.7% to hedge funds in FY2011 says Infovest21 [more]
Opalesque Industry Update - In its just-released Special Research Report, Infovest21 finds that the average large public pension fund which allocates at least $1 billion to hedge funds and funds of funds, allocates 5.7% to hedge funds and absolute returns funds in FY2011, an increase from 5.4% in FY
26 Oct. 2011 Proposed Volcker Rule regulation on fund activities [more]
Opalesque Industry Update – American banking lawyers should be forgiven if they’re not returning calls right away, quipped a Reuters blog; they’re busy trying
26 Oct. 2011 Hedge fund compensation declines on performance volatility [more]
Opalesque Industry Update: Hedge fund compensation declined by approximately ten percent on average across varied functional roles in 2011, according to the 2012 edition of the Glocap Hedge Fund Compensation Report. The compensation data released today shows a wide dispersion of compensation, betwee
24 Oct. 2011 Insider activity turns extremely bearish in October. [more]
Opalesque Industry Update - As the S&P 500 has climbed 12.6% from its closing low on October 3, insider activity has turned extremely bearish. Insider selling has surged to $178 million daily in October, more than double the $76 million daily in September. Equally bearish, insider buy
24 Oct. 2011 New Dow Jones Credit Suisse Hedge Fund Index Commentary [more]
Opalesque Industry Update - The Dow Jones Credit Suisse Hedge Fund Index finished down 3.20% in September compared with a drop of 9.88% for the Dow Jones Global Index. A new monthly commentary offers insight into hedge fund performance through the month of September.
24 Oct. 2011 IOSCO Secretary General to leave organisation in December 2011 [more]
Opalesque Industry Update - The International Organization of Securities Commissions (IOSCO) announced that Greg Tanzer, its current Secretary General, will stand down as Secretary General at the end of December 2011 in order to take up an appointment as a Commissioner of the Australian Securities a
24 Oct. 2011 ML Capital says UCITS investors seek CTA strategies [more]
Opalesque Industry Update - In its latest survey on the growing market for Alternative UCITS, ML Capital observed a dramatic increase in demand for CTA’S, which is at an all-time high, with 57% of respondents committed to the sector. ML Capital surveyed a diverse range of active Alternativ
24 Oct. 2011 Future Capital Partners launches second renewable energy EIS [more]
Opalesque Industry Update - Following the recent close of its renewable energy EIS fund Elara I, Future Capital Partners, the £6 billion alternative investment boutique, has launched a new EIS fund that will give investors another chance to capitalise on the firm’s green energy strategy. The new
24 Oct. 2011 Hedge fund seeder IMQubator says existing investment management model broken, seeks Eur100m for IMQ Fund [more]
Opalesque Industry Update - Jeroen Tielman, CEO and Founder of IMQubator (“IMQ”), says that the existing investment management model is broken, and is determined to take complaints from hedge fund investors in the wake of the crisis to heart, by demanding the structure and governance of the funds IM
24 Oct. 2011 Two UK fund managers are to set up operations in Asia [more]
Opalesque Industry Update – Two UK-based fund management firms are joining the fray and setting up operations in Asia to take advantage of emerging opportunities in the region, it was reported. According to reports from AsianInvestor.net,
24 Oct. 2011 Stonehenge Capital’s Forward Curve Realignment (FCR)hedge fund debuts strong returns one month after launch [more]
Opalesque Industry Update - Florida-based asset management firm, Stonehenge Capital Management’s new direction neutral strategy Forward Curve Realignment (FCR) hedge fund debuted with a strong return one month after it was launched on September 1 this year. FCR returned 0.3 percent in its first
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  1. SEC charges 19 investment firms and one trader for breach of Rule 105[more]

    Benedicte Gravrand, Opalesque Geneva: The Securities and Exchange Commission (SEC) started a push to enhance the enforcement of Rule 105 of Regulation M last year to uncover hedge funds and private equity firms that have illegally participated in an offering of a stock after short selling it duri

  2. Fund managers, bullish on Europe, anticipate monetary policy separation of Fed and ECB[more]

    Komfie Manalo, Opalesque Asia: At least 202 fund managers with $556bn of assets under management said that while the European Central Bank (ECB) has eased its monetary policy that sent sentiments towards Europe to pick up, the Fed is expected to hike its rate in the spring of 2015. Investor

  3. Institutions - North Carolina workers call on state pension to dump up to $6bn in hedge funds, UK pension fund criticizes hedge fund fees[more]

    North Carolina workers call on state pension to dump up to $6bn in hedge funds From Forbes.com: The State Employees Association of North Carolina this afternoon called on state Treasurer Janet Cowell to withdraw all investments in hedge funds, which appear to amount to approximately $6 b

  4. News Briefs - Limited partners of investment managers may be subject to self-employment taxes, Just one week left until NYC's Rocktoberfest[more]

    Limited partners of investment managers may be subject to self-employment taxes On September 5, 2014, the Internal Revenue Service (“IRS”) issued Chief Counsel Advice 201436049, concluding that members of an investment manager were subject to self-employment taxes with respect to their e

  5. Institutions - Adviser's faith in hedge funds unshaken by CalPERS' move Advisers weigh in on CalPERS’ decision, Gina Raimondo sees no reason to follow California’s lead, exit hedge funds, Danish pension funds step up 'alternative investments'[more]

    Adviser's faith in hedge funds unshaken by CalPERS' move From WSJ.com: Financial advisers who use hedge funds in their clients' portfolios say they aren't rethinking that approach after a huge California pension fund announced plans to exit the hedge-fund market. The decision by the Cali